Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
Visa
V
|
$129M |
| 2 |
Mondelez International
MDLZ
|
$127M |
| 3 |
Johnson & Johnson
JNJ
|
$62.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$46.1M |
| 5 |
Microsoft
MSFT
|
$45.3M |
Top Sells
| 1 |
Medtronic
MDT
|
$225M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
| 3 |
Walmart
WMT
|
$86.6M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85.9M |
| 5 |
JPMorgan Chase
JPM
|
$79.6M |
Sector Composition
| 1 | Consumer Staples | 29.72% |
| 2 | Healthcare | 20.65% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Financials | 7.63% |
| 5 | Technology | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Waste Connections
WCN
$46.1B
| $8.46M | 0.04% |
62,616
-14,538
| -19% | -$1.96M |
|
277
First Solar
FSLR
$22B
| $8.46M | 0.04% |
63,929
-8,364
| -12% | -$1.11M |
|
278
Sealed Air
SEE
$4.82B
| $8.44M | 0.04% |
189,550
+98,813
| +109% | +$4.4M |
|
279
Ollie's Bargain Outlet
OLLI
$8.18B
| $8.41M | 0.04% |
163,038
-4,405
| -3% | -$227K |
|
280
Fox Class A
FOXA
$27.4B
| $8.41M | 0.04% |
274,190
-27,260
| -9% | -$836K |
|
281
Skyworks Solutions
SWKS
$11.2B
| $8.41M | 0.04% |
98,656
-18,729
| -16% | -$1.6M |
|
282
Evolent Health
EVH
$1.11B
| $8.4M | 0.04% |
233,735
-6,806
| -3% | -$245K |
|
283
Corpay
CPAY
$22.4B
| $8.39M | 0.04% |
47,601
+20,648
| +77% | +$3.64M |
|
284
Eaton
ETN
$136B
| $8.3M | 0.04% |
62,247
-104,687
| -63% | -$14M |
|
285
Autohome
ATHM
$3.39B
| $8.23M | 0.04% |
286,300
+14,242
| +5% | +$410K |
|
286
Take-Two Interactive
TTWO
$44.2B
| $8.16M | 0.04% |
74,848
-89,997
| -55% | -$9.81M |
|
287
Agilon Health
AGL
$497M
| $8.15M | 0.04% |
348,049
+11,546
| +3% | +$270K |
|
288
Post Holdings
POST
$5.88B
| $8.1M | 0.04% |
98,827
+67,111
| +212% | +$5.5M |
|
289
Canadian Natural Resources
CNQ
$63.2B
| $8.09M | 0.04% |
345,752
-29,811
| -8% | -$698K |
|
290
Air Products & Chemicals
APD
$64.5B
| $8.06M | 0.04% |
34,636
+25,111
| +264% | +$5.84M |
|
291
Capital One
COF
$142B
| $7.99M | 0.04% |
86,665
-121,856
| -58% | -$11.2M |
|
292
iShares MSCI EAFE ETF
EFA
$66.2B
| $7.99M | 0.04% |
142,590
| – | – |
|
293
WEX
WEX
$5.87B
| $7.98M | 0.04% |
62,897
-12,048
| -16% | -$1.53M |
|
294
Bank of New York Mellon
BK
$73.1B
| $7.98M | 0.04% |
207,060
-95,229
| -32% | -$3.67M |
|
295
Monolithic Power Systems
MPWR
$41.5B
| $7.96M | 0.04% |
21,909
+21,115
| +2,659% | +$7.67M |
|
296
Inspire Medical Systems
INSP
$2.56B
| $7.96M | 0.04% |
44,853
-33,758
| -43% | -$5.99M |
|
297
AMN Healthcare
AMN
$799M
| $7.94M | 0.04% |
74,956
-2,865
| -4% | -$304K |
|
298
Doximity
DOCS
$13B
| $7.93M | 0.04% |
262,289
+1,338
| +0.5% | +$40.4K |
|
|
SWN
299
DELISTED
Southwestern Energy Company
SWN
| $7.89M | 0.04% |
1,288,962
+92,943
| +8% | +$569K |
|
300
Consolidated Edison
ED
$35.4B
| $7.88M | 0.04% |
91,869
-18,817
| -17% | -$1.61M |
|